See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,447 | $101,724+100.0% | $164,813+23.4% | $80,856+151.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.53% | 16.72%-4.2pp | 69.93%-57.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,687 | $2,953+24.8% | $4,341-15.1% | $2,755+33.8% |
| Participant deferral / active EE | $8,858 | $4,477+97.8% | $6,031+46.9% | $4,296+106.2% |
| Admin fee / account holder | $893 | $8,227-89.1% | $12,690-93.0% | $6,918-87.1% |